Industry Voice
Rising investment themes: the concept of 'cobots'
Partner Insight: Cobots', or collaborative robots, are cheaper than employing somebody to do relatively menial tasks, write Alex Illingworth and Rosanna Burcheri, managers of the Artemis Global Select Fund
Industry clusters: the key to identifying economic strengths and opportunities
Partner Insight: Artemis' Alex Illingworth and Rosanna Burcheri discuss their "incredibly fussy" selection approach and the risk of recession in 2019
Rich pickings in an unloved market
Industry Voice: With valuations at multi-year lows and the UK out of favour with global investors, what's the right approach for a UK equity income manager? Chris Murphy, manager of the Aviva Investors UK Equity Income Fund, says there are some rich pickings...
The role of active and passive funds in portfolios
Industry Voice: Adrian Gaspar, Multi-Asset Investment Specialist at M&GPrudential Treasury and Investment Office (T&IO), provides some thoughts as to why advisers may look to use active and passive funds in portfolios, either exclusively or alongside...
Demystifying thematic equities
Industry Voice: Hans Peter Portner, Head of Thematic Equities at Pictet Asset Management, reveals what makes a good thematic equity investment
"We buy quality in a stable market at a cheap price" - Artemis' Edelsten
Partner Insight: How Simon Edelsten, manager of the Artemis Global Select Fund, aims to grow real wealth by investing in high-quality stocks worldwide: companies with strong positions in their markets, excellent balance sheets and sustainable pricing...
Learning from life and death: Ten years of equity income investing
Industry Voice: Key elements of success are admitting to errors, sharing information and asking the right questions. After 10 years at the helm of the UK Equity Income Fund, Chris Murphy shares his lessons learned.
Tech, low productivity & zombie companies - the outlook for UK equities
Industry Voice: Is uncertainty creating a buying opportunity for active managers or is the UK at risk of becoming a zombie nation due to flagging fundamentals?
Should fund managers be looking to trading desk teams for insight into bond markets?
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Mind the GAAP…
Industry Voice: Fidelity's Dan Roberts examines the hidden risks in relying on 'adjusted earnings', arguing that they should not be taken at face value. Dan explains how management teams can sometimes use adjustments to flatter financial performance and...
Three Key Takeaways From PIMCO's Cyclical Outlook: Flatlining at The New Neutral
Industry Voice: Sponsored by PIMCO
Fidelity's Vaid & Khan: 'Why we don't have to answer to 'deal or no deal' when it comes to Brexit on our Extra Income Fund'
Partner Insight: As the Fidelity Extra Income Fund celebrates its 20-year anniversary this year, managers Sajiv Vaid and Peter Khan explore how they are positioning the portfolio for challenging market conditions
UK Equities: The return of activism?
Industry Voice: A market led by the large commodity stocks over the past few years has seen 'revenge of the index', making it difficult for all-cap managers to keep pace. Are we now on the precipice of a reversion of this?
VIDEO: Quilter's support for job sharing
Industry Voice: Sponsored by Quilter
Infographic: The case for small-cap investing
Industry Voice: While sometimes riskier than large cap companies, small caps are also more affordable and may offer better performance.
Emerging markets: What countries to buy now
Industry Voice: After a largely lacklustre 2018, sentiment on the emerging markets has improved since the beginning of the year. Capital flows have recovered as a result. So what's next? Chanchal Samadder and Philippe Baché share their views.
A good start to the year - where next?
Industry Voice: As we move into March, global stocks have enjoyed the best start to the year in almost three decades. Does this bode well for the rest of 2019? History suggests it does. Since 1928, a good January/February has led to a positive calendar...
Understanding the maturity spectrum: Why there is still a place for long-dated bonds in portfolios
Partner Insight: Sajiv Vaid and Kris Atkinson, managers of the £3.4bn Fidelity MoneyBuilder Income Fund, explain why they are taking a defensive approach to investing across the maturity spectrum
